Receipt Template Option Configuration

Modified on Thu, 23 Jun, 2022 at 1:29 PM

Overview

Beginning in Cloud Retailer version 2.20.11, new options are available to control certain aspects of the default sales receipts in Cloud Retailer. This article will provide an overview of the possible configuration options, along with instructions on how to change the settings should you desire.

The following options can be configured using these new settings. It is possible to change any of these settings using the procedure outlined below. In the example procedure, we will demonstrate changing the company logo setting, but the process is similar for any of the configuration options listed.

Default Full Page Order Receipt

Show Payment History - (Default True) - Determines if the Account Payment History information should be displayed on the receipt.
Show Company Logo - (Default True) - Determines if the attached Company Logo is displayed on the receipt.
Show On Account Balance - (Default True) - Determines if the On Account Balance information should be displayed on the receipt.

Default OPOS Order Receipt

Show You Saved - (Default True) - Determines if the You Saved calculations should be printed on the receipt.
Show Store Logo - (Default True) - Determines if the attached Company Logo is displayed on the receipt.
Show Company Name - (Default True) - Determines if the Company Name will print on the receipt.
Show Customer Name - (Default True) - Determines if the Customer Name will print on the receipt.
Show Footer Comment - (Default True) - Determines if the Footer comment will be displayed on the receipt.
Show Payment History - (Default True) - Determines if the order payment history will be displayed on the receipt.
Show Customer Reference Number - (Default True) - Determines if the Customer Reference Number will be displayed on the receipt.
Footer Comment - Default Blank - The contents to display if the setting above is true.

Default Full Page Sales Receipt

Show Loyalty (Default True) - Determines if Loyalty Rewards information should be printed on the receipt.
Show Footer Comment (Default True) - Determines if the Footer comment will be displayed on the receipt.
Footer Comment - Default Blank - The contents to display if the setting above is true.
Show Electronic Payment Signature (Default True) - Determines if the Electronic Payment Signature and related information should be printed on the receipt.

Default OPOS Sales Receipt

Show Store Logo (Default False) - Determines if the attached Company Logo is displayed on the receipt.
Show Age Verification (Default True) - Determines if the Age Verification details will print on the receipt.
Show You Saved (Default True) - Determines if the You Saved calculations should be printed on the receipt.
Show Loyalty (Default True) - Determines if Loyalty Rewards information should be printed on the receipt.
Show Product Size (Default True) - Determines if the Product Size information should be printed on the receipt.
Show Footer Comment (Default True) - Determines if the Footer comment will be displayed on the receipt.
Footer Comment - Default Blank - The contents to display if the setting above is true.
Show Keg Registration (Default True) - Determines if the Keg Registration information and disclaimer will print on the receipt when a registered item is present.
Show Electronic Payment Signature (Default True) - Determines if the Electronic Payment Signature and related information should be printed on the receipt.
Show Tip (Default False) - Determines if the tip line will be displayed on the receipt or not.
Include Kit Children Discounts (Default False) - Determines if the Kit Children Discounts will be printed on the receipt or not (The markdown action of kit items is effectively a discount, though most Retailers do not treat it as such and prefer this option false)

Procedure

To Change the Show Company Logo setting on the Standard OPOS Sales Receipt;

Login to your CloudRetailer instance using a user with Administrative permissions.
Click Admin and select the 'Document template' option
Select the document template you wish to edit - for example, Default OPOS Sales Receipt.
Click the Edit Selected Document Template(s) button.
Scroll down until you see a section labeled Template Customization.
Find the Box Show Company Logo. Check the box next to the label.
Click the Save button.
Sync and restart Cloud Retailer on any POS Stations in your store.
After Cloud Retailer starts, conduct a test transaction and ensure the Company Logo appears on the receipt.

Here is a video showing how to access the document templates in Cloud Retailer: